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R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameR.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

R.L. O'NEAL & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:R.L. O'NEAL & SONS, INC.
Employer identification number (EIN):370976033
NAIC Classification:212320
NAIC Description: Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTINE D. O'NEAL2023-10-02 CHRISTINE D. O'NEAL2023-10-02
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN L. O'NEAL JOHN L. O'NEAL2018-07-24
0012016-01-01JOHN L. O'NEAL JOHN L. O'NEAL2017-07-24
0012015-01-01JOHN L. O'NEAL JOHN L. O'NEAL2016-09-28
0012013-01-01JOHN L. O'NEAL JOHN L. O'NEAL2014-10-15
0012012-01-01JOHN L. O'NEAL JOHN L. O'NEAL2013-07-18
0012011-01-01JOHN L. O'NEAL JOHN L. O'NEAL2012-07-06
0012009-01-01JOHN L. O'NEAL JOHN L. O'NEAL2010-10-08

Plan Statistics for R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-015
2015: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2013: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$1,764
Total plan assets at end of year2022-12-31$1,450,668
Total plan assets at beginning of year2022-12-31$1,448,904
Other income received2022-12-31$-33,939
Net income (gross income less expenses)2022-12-31$1,764
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,450,668
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,448,904
Total contributions received or receivable from employer(s)2022-12-31$35,703
2021 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$309,097
Expenses. Total of all expenses incurred2021-12-31$223
Total plan assets at end of year2021-12-31$1,448,904
Total plan assets at beginning of year2021-12-31$1,140,030
Other income received2021-12-31$271,532
Net income (gross income less expenses)2021-12-31$308,874
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,448,904
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,140,030
Total contributions received or receivable from employer(s)2021-12-31$37,565
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$223
2020 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$98,994
Expenses. Total of all expenses incurred2020-12-31$200,111
Benefits paid (including direct rollovers)2020-12-31$200,000
Total plan assets at end of year2020-12-31$1,140,030
Total plan assets at beginning of year2020-12-31$1,241,147
Other income received2020-12-31$54,066
Net income (gross income less expenses)2020-12-31$-101,117
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,140,030
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,241,147
Total contributions received or receivable from employer(s)2020-12-31$44,928
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$111
2019 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$115,239
Expenses. Total of all expenses incurred2019-12-31$111
Total plan assets at end of year2019-12-31$1,241,147
Total plan assets at beginning of year2019-12-31$1,126,019
Other income received2019-12-31$66,304
Net income (gross income less expenses)2019-12-31$115,128
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,241,147
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,126,019
Total contributions received or receivable from employer(s)2019-12-31$48,935
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$111
2018 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$29,051
Expenses. Total of all expenses incurred2018-12-31$62
Total plan assets at end of year2018-12-31$1,126,019
Total plan assets at beginning of year2018-12-31$1,097,030
Other income received2018-12-31$-23,733
Net income (gross income less expenses)2018-12-31$28,989
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,126,019
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,097,030
Total contributions received or receivable from employer(s)2018-12-31$52,784
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$62
2017 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$95,851
Expenses. Total of all expenses incurred2017-12-31$1,173
Benefits paid (including direct rollovers)2017-12-31$1,123
Total plan assets at end of year2017-12-31$1,097,030
Total plan assets at beginning of year2017-12-31$1,002,352
Other income received2017-12-31$44,678
Net income (gross income less expenses)2017-12-31$94,678
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,097,030
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,002,352
Total contributions received or receivable from employer(s)2017-12-31$51,173
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
2016 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$77,653
Expenses. Total of all expenses incurred2016-12-31$4,050
Benefits paid (including direct rollovers)2016-12-31$4,000
Total plan assets at end of year2016-12-31$1,002,352
Total plan assets at beginning of year2016-12-31$928,749
Other income received2016-12-31$28,146
Net income (gross income less expenses)2016-12-31$73,603
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,002,352
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$928,749
Total contributions received or receivable from employer(s)2016-12-31$49,507
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$42,080
Expenses. Total of all expenses incurred2015-12-31$5,075
Benefits paid (including direct rollovers)2015-12-31$5,000
Total plan assets at end of year2015-12-31$928,749
Total plan assets at beginning of year2015-12-31$891,744
Other income received2015-12-31$-3,596
Net income (gross income less expenses)2015-12-31$37,005
Net plan assets at end of year (total assets less liabilities)2015-12-31$928,749
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$891,744
Total contributions received or receivable from employer(s)2015-12-31$45,676
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75
2013 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$78,091
Expenses. Total of all expenses incurred2013-12-31$4,050
Benefits paid (including direct rollovers)2013-12-31$4,000
Total plan assets at end of year2013-12-31$840,558
Total plan assets at beginning of year2013-12-31$766,517
Other income received2013-12-31$49,819
Net income (gross income less expenses)2013-12-31$74,041
Net plan assets at end of year (total assets less liabilities)2013-12-31$840,558
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$766,517
Total contributions received or receivable from employer(s)2013-12-31$28,272
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$44,966
Expenses. Total of all expenses incurred2012-12-31$4,050
Benefits paid (including direct rollovers)2012-12-31$4,000
Total plan assets at end of year2012-12-31$766,517
Total plan assets at beginning of year2012-12-31$725,601
Other income received2012-12-31$16,225
Net income (gross income less expenses)2012-12-31$40,916
Net plan assets at end of year (total assets less liabilities)2012-12-31$766,517
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$725,601
Total contributions received or receivable from employer(s)2012-12-31$28,741
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$66,685
Expenses. Total of all expenses incurred2011-12-31$2,050
Benefits paid (including direct rollovers)2011-12-31$2,000
Total plan assets at end of year2011-12-31$725,601
Total plan assets at beginning of year2011-12-31$660,966
Other income received2011-12-31$11,015
Net income (gross income less expenses)2011-12-31$64,635
Net plan assets at end of year (total assets less liabilities)2011-12-31$725,601
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$660,966
Total contributions received or receivable from employer(s)2011-12-31$55,670
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
2010 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$79,783
Expenses. Total of all expenses incurred2010-12-31$1,550
Benefits paid (including direct rollovers)2010-12-31$1,500
Total plan assets at end of year2010-12-31$660,966
Total plan assets at beginning of year2010-12-31$582,733
Other income received2010-12-31$25,877
Net income (gross income less expenses)2010-12-31$78,233
Net plan assets at end of year (total assets less liabilities)2010-12-31$660,966
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$582,733
Total contributions received or receivable from employer(s)2010-12-31$53,906
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN

2022: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2013: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12726949-01
Policy instance 2
Insurance contract or identification numberKA12726949-01
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7-529-167
Policy instance 1
Insurance contract or identification number7-529-167
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7-529-167
Policy instance 1
Insurance contract or identification number7-529-167
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12726949-01
Policy instance 2
Insurance contract or identification numberKA12726949-01
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7-529-167
Policy instance 1
Insurance contract or identification number7-529-167
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12726949-01
Policy instance 2
Insurance contract or identification numberKA12726949-01
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7-529-167
Policy instance 1
Insurance contract or identification number7-529-167
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12726949-01
Policy instance 2
Insurance contract or identification numberKA12726949-01
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7-529-167
Policy instance 1
Insurance contract or identification number7-529-167
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract numberKA12726949-01
Policy instance 2
Insurance contract or identification numberKA12726949-01
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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